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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,843 | $85,766+57.2% | $136,298-1.1% | $70,126+92.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 10.21% | 31.46%-21.2pp | 5156.27%-5146.1pp | 73.15%-62.9pp |
| Employer contribution / active EE | $15,759 | $2,966+431.3% | $4,696+235.6% | $2,343+572.7% |
| Participant deferral / active EE | $589 | $5,051-88.3% | $6,247-90.6% | $3,332-82.3% |
| Admin fee / account holder | $30,225 | $5,421+457.6% | $9,244+227.0% | $4,645+550.6% |